Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 3,075 institutions that hold shares in the stock, with a total of 596 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospect Hill Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$606,420
0.33% of portfolio
|
Q1 2025
Added 128.57%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,999
shares
|
$606,116
0.17% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,999
shares
|
$606,116
0.19% of portfolio
|
Q2 2025
Added 238.24%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,991
shares
|
$603,691
0.29% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,990
shares
|
$603,387
0.28% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
1,976
shares
|
$599,142
0.01% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
1,965
shares
|
$595,807
0.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
1,959
shares
|
$593,988
0.29% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
1,955
shares
|
$592,775
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,953
shares
|
$592,169
0.42% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,952
shares
|
$591,865
0.17% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
1,945
shares
|
$589,743
0.01% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
1,932
shares
|
$585,801
0.29% of portfolio
|
Q4 2020
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,930
shares
|
$585,195
0.08% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
1,929
shares
|
$584,892
0.57% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,927
shares
|
$584,285
0.15% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
1,920
shares
|
$582,163
0.06% of portfolio
|
Q1 2025
Reduced 50.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$576,099
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,900
shares
|
$576,099
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 11, 2025 Q2 2025 |
1,900
shares
|
$576,099
0.32% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,899
shares
|
$575,795
0.04% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,896
shares
|
$574,886
0.08% of portfolio
|
Q3 2023
Added 11.99%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
1,891
shares
|
$573,370
0.01% of portfolio
|
Q2 2025
Added 121.95%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
1,889
shares
|
$572,763
0.63% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
1,888
shares
|
$572,460
0.25% of portfolio
|
Q2 2025
Reduced 45.65%
|